Purchases and Sales Made in Q1 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30+ 0.52% |
$1.04K - $1.13K
|
5.85K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 200.0% |
$557 - $600
|
24
$908
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9+ 0.02% |
$313 - $338
|
37.6K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.38% |
$522 - $563
|
3.94K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29- 59.18% |
$1.01K - $1.09K
|
20
$757
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-29- 0.23% |
$1.01K - $1.09K
|
12.8K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-30- 0.2% |
$1.04K - $1.13K
|
15.2K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-44- 0.38% |
$1.53K - $1.65K
|
11.5K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-52- 7.02% |
$1.81K - $1.95K
|
689
$26.1K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.87% |
$1.99K - $2.14K
|
3K
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-58- 0.16% |
$2.02K - $2.18K
|
36.5K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-100- 0.37% |
$3.48K - $3.75K
|
27K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-106- 68.39% |
$3.69K - $3.98K
|
49
$1.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-123- 1.8% |
$4.28K - $4.61K
|
6.73K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-138- 6.98% |
$4.81K - $5.18K
|
1.84K
$69.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-148- 0.13% |
$5.15K - $5.55K
|
115K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-179- 30.65% |
$6.23K - $6.72K
|
405
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-235- 1.73% |
$8.19K - $8.82K
|
13.4K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 0.27% |
$8.5K - $9.15K
|
89.7K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-245- 1.91% |
$8.53K - $9.19K
|
12.6K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-273- 14.18% |
$9.51K - $10.2K
|
1.65K
$62.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-346- 2.09% |
$12.1K - $13K
|
16.2K
$613K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-364- 58.15% |
$12.7K - $13.7K
|
262
$9.91K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-392- 2.48% |
$13.7K - $14.7K
|
15.4K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-476- 39.02% |
$16.6K - $17.9K
|
744
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 25.38% |
$17.4K - $18.8K
|
1.47K
$55.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-534- 7.22% |
$18.6K - $20K
|
6.87K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-544- 22.4% |
$18.9K - $20.4K
|
1.89K
$71.3K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-546- 4.0% |
$19K - $20.5K
|
13.1K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-576- 1.29% |
$20.1K - $21.6K
|
44K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-611- 59.73% |
$21.3K - $22.9K
|
412
$15.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-636- 2.14% |
$22.2K - $23.9K
|
29.1K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-683- 1.75% |
$23.8K - $25.6K
|
38.4K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-900- 7.38% |
$31.3K - $33.8K
|
11.3K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-939- 9.15% |
$32.7K - $35.2K
|
9.33K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-992- 5.17% |
$34.6K - $37.2K
|
18.2K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1K- 5.22% |
$34.8K - $37.5K
|
18.2K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.06K- 0.89% |
$36.9K - $39.7K
|
117K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.18K- 3.73% |
$41.2K - $44.3K
|
30.5K
$1.15M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.27K- 16.98% |
$44.2K - $47.7K
|
6.21K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.49K- 8.38% |
$51.8K - $55.8K
|
16.3K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.38% |
$54.6K - $58.9K
|
112K
$4.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.71K- 8.75% |
$59.4K - $64K
|
17.8K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.78K- 23.51% |
$62K - $66.8K
|
5.79K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 1.72% |
$69K - $74.4K
|
113K
$4.28M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.08K- 12.45% |
$72.6K - $78.2K
|
14.7K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.17K- 19.42% |
$75.7K - $81.6K
|
9.02K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.21K- 0.33% |
$77K - $83K
|
673K
$25.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.8% |
$81K - $87.2K
|
58.8K
$2.22M
|